Sarah Polleys

Don Slabaugh is the sole advisor at Don A. Slabaugh, LLC, an independent firm based in Boyne City, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Slabaugh has led his firm since 2003. Don A. Slabaugh, LLC provides discretionary portfolio management services primarily to individual investors with accounts including IRAs, trusts, and taxable accounts. The firm manages approximately $30 million across about 30 client relationships, focusing on concentrated equity portfolios of mid- to large-cap stocks with dividend prospects, supplemented by fixed income and cash instruments. The investment approach combines fundamental and technical analysis, with discretionary trading authority and a longer-term horizon.

Howard Ryan is the sole advisor at The Ryan Group Portfolio Design LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at The Ryan Group Portfolio Design since 2013 and previously at the Michigan Department of Treasury from 2011 to 2018. Outside of advisory services, he operates a tax preparation business as a sole proprietor. The Ryan Group Portfolio Design LLC provides investment management and consultation services to individuals, families, trusts, estates, and business entities. The firm focuses on individualized portfolio construction based on fundamental analysis and offers tax-planning consultations and annual 1040 preparation when requested.

Richard Price is a financial advisor with Meridian Asset Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Meridian in 2020, he worked at Michigan Securities, Inc. and Michigan Advisors, Inc. for 15 years. In addition to his advisory role, he is an independent insurance agent specializing in health and life insurance sales. Meridian Asset Management is a single-advisor registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management and financial planning, employing a strategic asset allocation approach based on Modern Portfolio Theory with a focus on income-producing large-cap dividend growers and diversified holdings across fixed income, small-cap, and international equities.

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Charles Dickinson is a financial advisor at William Mack & Associates Inc with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at William Mack & Associates since 2022. Dickinson is also the managing member of Monitor My Advisor LLC, a compliance consulting firm serving registered investment advisers. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for about 957 clients. The firm serves individuals, trusts, retirement plans, and other entities, emphasizing diversification, tax efficiency, and low-cost implementation through no-load mutual funds and ETFs across multiple model strategies.

Paul Moody is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, Michigan. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and provides both discretionary and non-discretionary portfolio management through various program structures.